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Associate Financial Planner - $1.5B AUM RIA

Company: Robert Half
Location: San Francisco
Posted on: April 10, 2021

Job Description:

Ref ID: 00900974Classification: Client ServicesCompensation: DOEPlease send your resume to Ren Friedman, CPA via LinkedIn or call extension 21262 to be considered for the opportunity below.Do you want to join a very successful and prestigious RIA with a soul? Our client has approximately $1.5Billion under management, with 32 people total and growing! Average tenure of employee's is 8 years! People love it there!As an Associate Financial planner for this well-known RIA, you will:

  • Working alongside and providing advisory and planning support to one of our most senior advisors (to our biggest and most valuable clients); learning how to really build deep relationships with our clients
  • Possibly supporting the newer Associates on the team providing some light management experience.
  • Career path to becoming a Senior Advisor in ideally -3-5 years (based on experience) if that's what you desire
  • Really focusing on high quality financial planning
  • Come through for our clients each day and impact their lives in a way that makes a real difference to them
  • Work with various departments each day (Operations, Private Client Group, Business Development, Research)
  • Every day is different (fast paced environment)Job Requirements:The ideal candidate is a start-starter, a team player, energetic, proactive, hardworking, flexible and resourceful.
    • Work experience: a minimum of 1 years providing advisory services in a client facing role
    • Bachelor's degree
    • CFP Certified
    • Highly proficient in MS Office; experience with eMoney and Tamarac/AdvisorView a plus
    • Excellent communication, organizational and interpersonal skills (integrity, humility, respect, empathy)
    • Ability to work independently but also be a proactive contributing team member
    • Benefits: Full medical/dental/vision, 3% safe harbor 401k, Bonus and outstanding profit sharing Perks mean so much to this company and they are very committed to providing amazing benefits for employees and families, free lunches, encouraging professional development, great 401K plan, and fantastic PTO policy. For details on salary, benefits and more detail, Please send your resume to Ren Friedman, CPA via LinkedIn or call extension 21262 to be considered for the opportunity below.Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs. When you work with us, you're working with the best. Robert Half has been recognized as one of FORTUNE's "Most Admired Companies" every year since 1998 and was No. 1 on Forbes' annual ranking of America's Best Professional Recruiting Firms. Questions? Call your local office at 1.. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. -- 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ().

Keywords: Robert Half, San Francisco , Associate Financial Planner - $1.5B AUM RIA, Accounting, Auditing , San Francisco, California

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